Beating the S&P 500

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Beating the S&P 500

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Beating the S&P 500
I get sick and tired of mutual fund bashing. You know how it goes. “Only fools purchase actively managed funds, because active managers cannot beat the S&P 500.” Instead, they claim, investors should purchase indexed funds. The derogatory claims about actively managed funds made by Jonathan Clements and John Bogle are well known.

What they fail to take into account is the undeniable fact that not all funds are meant to beat the S&P 500. Only funds that truly invest in the S&P 500 should be expected to beat the S&P 500. When looked at in this more appropriate light, the result and conclusion is quite different. This section delivers researched proof that actively-managed funds DO beat the S&P 500 - a lot!

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